Academy
Return Home
Company Preferences & Settings
Getting Started
Bolster Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Bolster Dashboard
Using the Dashboard
Pipeline Overview
Project Proposals
How to Tutorials
Material Pricing
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Bolster CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
CostCertified Fundamental Skills (old platform)
Quick Start
Creating a New Client
Creating a New Proposal
Creating New Items and Assemblies
Linking Dimensions
Importing Tools
Budget Page
CostCertified Knowledgebase (old platform)
PDF / document template editing
Item editing, importing and exporting
Creating and updating sales tax / VAT
Troubleshooting
Assembly building strategies
Proposal/quote presentations
Project details and settings
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
Accepting invoice payments through CostCertified
Updates
Webhooks
Exporting for Sage Accounting Software
Client Chat
AutoCost
Back to home
Academy
Company Preferences & Settings
Getting Started
Bolster Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Bolster Dashboard
Using the Dashboard
Pipeline Overview
Project Proposals
How to Tutorials
Material Pricing
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Bolster CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
CostCertified Fundamental Skills (old platform)
Quick Start
Creating a New Client
Creating a New Proposal
Creating New Items and Assemblies
Linking Dimensions
Importing Tools
Budget Page
CostCertified Knowledgebase (old platform)
PDF / document template editing
Item editing, importing and exporting
Creating and updating sales tax / VAT
Troubleshooting
Assembly building strategies
Proposal/quote presentations
Project details and settings
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
Accepting invoice payments through CostCertified
Updates
Webhooks
Exporting for Sage Accounting Software
Client Chat
AutoCost
Company Preferences & Settings
Provides users with essential tools to manage their account preferences and configurations.
Company Profit Percentage
How to Change Percent Profit in Company Settings
Adding Company Logo & Background
Adding a Background Image & Company Logo
Presentation Settings
Understanding Presentation Settings and the Preview Tab
Company Settings Management
Managing Company Settings in Bolster